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iShares Preferred and Income Securities ETF

743 hedge funds and large institutions have $5.89B invested in iShares Preferred and Income Securities ETF in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 312 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 52

38% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 226

10% more capital invested

Capital invested by funds: $5.38B → $5.89B (+$513M)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

2% more funds holding

Funds holding: 726743 (+17)

0.57% more ownership

Funds ownership: 34.89%35.46% (+0.57%)

99% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $281M

Holders
743
Holders Change
+17
Holders Change %
+2.34%
% of All Funds
16.29%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.77%
New
76
Increased
312
Reduced
226
Closed
52
Calls
$2.12M
Puts
$281M
Net Calls
-$279M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
676
BTS Asset Management
Massachusetts
$69K
CCM
677
Cribstone Capital Management
Maine
$67K
TFGT
678
TS Financial Group (TSFG)
Illinois
$67K
EIP
679
Ellis Investment Partners
Pennsylvania
$61K +$29.9K +803 +94%
TCM
680
TD Capital Management
Tennessee
$60K +$3.72K +100 +7%
FPB
681
First PREMIER Bank
South Dakota
$51K
PI
682
PineBridge Investments
New York
$51K
BWM
683
Baystate Wealth Management
Massachusetts
$44K +$43.4K +1,167 New
FA
684
Financial Advantage
Maryland
$40K +$40K +1,075 New
PK
685
Pflug Koory
Nebraska
$39K +$521 +14 +1%
SB
686
Strategic Blueprint
Georgia
$39K +$39.1K +1,050 New
LWS
687
Lucia Wealth Services
California
$38K -$45.2K -1,215 -55%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$38K -$7.14K -192 -16%
AAP
689
Arax Advisory Partners
Colorado
$38K
EFSCE
690
Enterprise Financial Services Corp (EFSC)
Missouri
$38K
BWL
691
Bogart Wealth LLC
Virginia
$38K +$5.95K +160 +19%
KC
692
Knuff & Co
California
$38K +$37.2K +1,000 New
PB
693
Pinnacle Bancorp
Nebraska
$35K -$45.9K -1,233 -57%
IWA
694
Intercontinental Wealth Advisors
Texas
$32K
HI
695
Hudock Inc
Pennsylvania
$29K +$9.19K +247 +45%
TL
696
TrueWealth LLC
Georgia
$28K +$186 +5 +0.7%
SWA
697
Sutton Wealth Advisors
Florida
$25.2K +$25K +671 New
LWANC
698
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K
LFG
699
Larson Financial Group
Missouri
$25K +$24.7K +664 New
AIM
700
Anchor Investment Management
South Carolina
$24.4K +$18.6K +500 +333%

PFF Hedge Fund Activity: Q3 2019 in Review

743 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Preferred and Income Securities ETF (PFF) for Q3 2019, worth a combined $5.89B — up 9.5% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PFF positions and 52 closed out — a net gain of 24 holders — while 312 added to existing stakes and 226 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $83M.

  • 743 institutional investors held iShares Preferred and Income Securities ETF (PFF) as of Q3 2019, up from 726 in Q2 2019.
  • Funds reported $5.89B of iShares Preferred and Income Securities ETF stock for Q3 2019, up 9.5% quarter-over-quarter.
  • 76 funds opened new iShares Preferred and Income Securities ETF positions in Q3 2019 and 52 closed out, a net change of +24 holders.
  • The largest iShares Preferred and Income Securities ETF buyer in Q3 2019 was Goldman Sachs, an estimated $106M added.
  • The largest iShares Preferred and Income Securities ETF seller in Q3 2019 was Fidelity Investments, an estimated $83M sold.

Based on aggregated 13F filings for Q3 2019.